Position Title: Director of Business Development & Strategic Relationships - Remote We are seeking a highly motivated Director of Business Development & Strategic Relationships to drive new client acquisition, expand assets under management (AUM), and establish strategic partnerships for a well-established investment advisory firm. This role focuses on cultivating relationships with institutional investors, high-net-worth individuals, family offices, and key referral sources while developing and executing business development and marketing initiatives. The position offers significant autonomy, a flexible hybrid schedule, and the opportunity to directly influence the firm's continued growth. The ideal candidate is an entrepreneurial, results-driven business development professional with established connections in financial services, a proven ability to attract new investment clients, and the initiative to independently develop relationships and generate new business. Salary Range: $145,000 - $200,000 / annually, DOE Responsibilities • Develop and execute business development strategies to attract new clients and increase assets under management • Build and maintain relationships with centers of influence, including estate planning attorneys, tax professionals, trustees, family offices, consultants, and institutional advisors • Identify and pursue opportunities with high-net-worth and ultra-high-net-worth individuals, foundations, endowments, and institutional investors • Leverage existing professional networks to generate referrals, establish strategic partnerships, and expand the firm's market presence • Attend investor conferences, industry events, networking functions, and client meetings to develop new business opportunities • Organize and participate in relationship-building activities, including client dinners, educational events, and professional networking engagements • Collaborate with leadership and external marketing resources to develop and implement targeted marketing initiatives • Create presentations, business development materials, and customized proposals to support prospective client engagement • Partner with portfolio managers to facilitate client onboarding and ensure a seamless transition from business development to ongoing relationship management • Maintain a consistent pipeline of prospective clients and independently manage outreach, follow-up, and relationship development • Represent the firm professionally while communicating its customized investment strategies and high-touch advisory approach • Manage travel schedules and business development activities to maximize client engagement and growth opportunities Requirements • 3+ years of business development experience within financial services, preferably with a Registered Investment Advisor (RIA) • Proven ability to generate new business, develop strategic relationships, and attract investment assets • Established professional network within the investment advisory, institutional investment, or high-net-worth client markets • Within driving distance of Philly for a few days/week of onsite training • Experience working with high-net-worth individuals, family offices, institutional investors, foundations, or endowments • Bachelor's degree preferred; equivalent professional experience will be considered • Series 65 license or ability to obtain it upon joining • Strong relationship-building, networking, negotiation, and client presentation skills • Entrepreneurial mindset with the ability to independently identify opportunities and execute business development initiatives • Excellent organizational, communication, and strategic problem-solving abilities • Proficiency in Microsoft Office and familiarity with financial services platforms and business development tools • Willingness to travel approximately 50%–60% of the time for client meetings, conferences, and networking opportunities • Ability to work in a hybrid environment with periodic visits to the Philadelphia-area office • High level of professionalism, integrity, discretion, and commitment to exceptional client service Benefits • Competitive base salary with commission-based earning potential • Uncapped earnings potential tied to new client acquisition and assets under management • Flexible hybrid work arrangement with significant scheduling autonomy • $6,000 annual cash stipend in lieu of employer-sponsored medical, dental, and vision insurance • Employer-funded SEP IRA with a 15% annual contribution based on eligible base salary, subject to IRS limits • 20 days of paid time off annually during the first two years, increasing with tenure • 8 paid holidays annually • Employer-provided group life and accidental death and dismemberment insurance • Reimbursement for eligible supplemental life and long-term disability insurance premiums • Reimbursement for business-related travel, mileage, and client entertainment expenses • Company credit card for approved business expenses • Opportunity for substantial financial growth and direct influence on the firm's long-term success If you are a driven business development professional with a strong network, an entrepreneurial mindset, and a passion for building lasting investment relationships, we encourage you to apply and take ownership of an exceptional growth opportunity.